King Wealth Management Group
177 holdingsFiling period: 2026-06-30Current AUM: $953.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR IVV | 175.3K | $131.2M | $133.0M | 13.96% | +3.3K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 120.5K | $88.8M | $84.9M | 8.91% | +327 | 2026-06-30 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF SPY | 80.4K | $60.1M | $60.9M | 6.39% | -796 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 215.0K | $43.0M | $45.6M | 4.79% | -1,313 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 114.6K | $42.8M | $57.0M | 5.98% | -758 | 2026-06-30 |
| 6 | AAPL | APPLE INC | 147.1K | $42.6M | $48.7M | 5.11% | -1,728 | 2026-06-30 |
| 7 | IJH | ISHARES TR IJH | 416.6K | $32.1M | $30.5M | 3.20% | +6.0K | 2026-06-30 |
| 8 | IJR | ISHARES TR IJR | 208.6K | $30.9M | $29.2M | 3.07% | +2.5K | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC GOOGL | 79.1K | $28.3M | $27.3M | 2.86% | +199 | 2026-06-30 |
| 10 | JPM | JPMORGAN CHASE & CO | 80.9K | $26.5M | $28.5M | 2.99% | +50 | 2026-06-30 |
| 11 | V | VISA INC | 72.5K | $24.9M | $27.2M | 2.86% | -189 | 2026-06-30 |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | 26.8K | $20.4M | $26.0M | 2.72% | -272 | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 85.5K | $20.4M | $21.2M | 2.23% | +78 | 2026-06-30 |
| 14 | PH | PARKER-HANNIFIN CORP | 15.8K | $15.5M | $14.7M | 1.54% | +104 | 2026-06-30 |
| 15 | WMT | WALMART INC | 136.0K | $15.4M | $14.7M | 1.54% | -41 | 2026-06-30 |
| 16 | ITOT | ISHARES TR ITOT | 90.1K | $14.8M | $14.9M | 1.56% | -133 | 2026-06-30 |
| 17 | FTEC | FIDELITY COVINGTON TRUST FTEC | 51.7K | $14.8M | $14.7M | 1.54% | -586 | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 24.3K | $13.7M | $16.3M | 1.71% | +349 | 2026-06-30 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 13.7K | $12.8M | $12.3M | 1.29% | +224 | 2026-06-30 |
| 20 | VTV | VANGUARD INDEX FDS VTV | 48.7K | $10.6M | $10.9M | 1.14% | +1.4K | 2026-06-30 |
| 21 | LLY | ELI LILLY & CO | 7.9K | $9.5M | $9.0M | 0.94% | +477 | 2026-06-30 |
| 22 | LMT | LOCKHEED MARTIN CORP | 17.0K | $8.6M | $9.0M | 0.95% | +34 | 2026-06-30 |
| 23 | IEFA | ISHARES TR IEFA | 88.0K | $8.5M | $8.6M | 0.91% | +3.3K | 2026-06-30 |
| 24 | MA | MASTERCARD INCORPORATED | 16.2K | $8.3M | $9.3M | 0.97% | -386 | 2026-06-30 |
| 25 | DIA | STATE STR SPDR DOW JONES IND DIA | 15.8K | $8.3M | $8.2M | 0.86% | -292 | 2026-06-30 |
← Scroll →
Page 1 of 8